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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
801
Dunhill Financial
United Kingdom
$545 +$241 +1 +100%
BIM
802
Breakwater Investment Management
Washington
$505 -$241 -1 -33%
QWM
803
Quaker Wealth Management
New Jersey
$505 – – –
RWS
804
Retirement Wealth Solutions
Wisconsin
$505 – – –
RWM
805
Rialto Wealth Management
New York
$505 – – –
CFB
806
Cullen/Frost Bankers
Texas
$505 +$481 +2 New
SEP
807
Signature Equity Partners
Ohio
$505 +$481 +2 New
TPBG
808
Turning Point Benefit Group
Maryland
$504 -$722 -3 -60%
SWM
809
SHP Wealth Management
Massachusetts
$262 +$241 +1 New
DF
810
DecisionPoint Financial
Arizona
$253 – – –
NL
811
NorthAvenue LLC
Ohio
$253 +$241 +1 New
IW
812
Imprint Wealth
South Carolina
$252 -$4.57K -19 -95%
HFS
813
Hughes Financial Services
Virginia
$252 -$722 -3 -75%
DCM
814
Davis Capital Management
Florida
$252 – – –
WA
815
WestEnd Advisors
North Carolina
$252 – – –
LIA
816
Luken Investment Analytics
Tennessee
$252 +$241 +1 New
O
817
Ossiam
France
– -$38M -144,429 Closed
SH
818
Spear Holdings
United Arab Emirates
– -$34.6M -131,800 Closed
TCM
819
TimesSquare Capital Management
New York
– -$20.8M -79,023 Closed
SWC
820
Square Wave Capital
New York
– -$15.3M -58,198 Closed
EF
821
Empowered Funds
Pennsylvania
– -$11.7M -44,370 Closed
AFA
822
Abacus FCF Advisors
Florida
– -$9.98M -37,969 Closed
HCP
823
Hiddenite Capital Partners
New York
– -$7.62M -29,000 Closed
SI
824
Sora Investors
Pennsylvania
– -$6.38M -24,288 Closed
VMPIC
825
Varma Mutual Pension Insurance Co
Finland
– -$6.15M -23,401 Closed
31 32
33
34 35